Tel: 01792 342 673

About TLB Planning

What We Do

TLB Planning Ltd, believes in helping you “Through Life and Beyond”.  We guide you through the Will writing process, discussing many of the estate planning options available to you, such as guardianship matters, asset protection and the legal obligations that fall upon your family once you have passed away, including Executor duties and Probate services. We offer many other bespoke Later Life planning solutions such as Funeral Plans, Lasting Powers of Attorney, Trust work and protecting your property against nursing home fees.

Our Estate Planning Consultants have many years’ experience and qualifications within the Estate Planning industry and our Legal Services (document drafting) Team are all STEP (Society of Trust & Estate Practitioners) qualified Will Drafters, and our Probate Service and Trust Service Partners are specialists in their field, so you can rest assured, you are in safe hands.

Many people are often given misleading and sadly, incorrect advice, regarding their estate planning needs.  This can not only have a huge impact on you, but what you are able to leave behind to loved ones. We offer a combination of expertise, advice and outstanding customer service to ensure that all your estate planning needs are met – and more importantly, correctly protected.

 

How We Do It

Most of our consultations take place over three meetings.

Initial Consultation:

Discuss and fully understand your financial and family circumstances.
Analyse and confirm your protection objectives – who you want to protect, what you want to protect and why
Offer solutions based on our range of services. If we can’t help you, we will be upfront and tell you!
Sometimes, what you think you want, may not be in your best interests legally and we are not afraid to tell you
Advise you of all costs and arrange a follow up meeting

Second Meeting:

Recap and ensure you understand what you are agreeing to – including any implications
Complete application forms and take a 50% deposit
Arrange an attestation (document signing) meeting. We will advise if you will need witnesses present

Attestation Meeting:

Ensure all documents are correctly signed, witnessed and are legally binding. In our experience, many aren’t, sadly it’s too late when you have passed away
Arrange safe storage and collect balance of payment
 

Who We Are

TLB Planning Ltd works with some of the best Estate Planning Consultants in the business.  Their warm, amusing, respectful and experienced take on life will put you at ease, giving you expert advice and guidance, helping you through what many people find is a daunting process.  We all adhere to the STEP Code of Professional Conduct, ensuring that we act with integrity, and in a manner that inspires the confidence, trust and respect of all our clients.

Finally

TLB Planning Ltd has a strong belief in saving the environment and limiting the carbon footprint it leaves behind.  We have a streamlined documentation and Worldpay payment system and all consultations are available via a ‘virtual meeting’, meaning you do not have to take time off work, or drive miles to see us, or us you.  All you need is a computer with internet access and a built-in camera, loudspeaker and microphone. And guess what?  You can even use your smartphone! We will email you a link at an agreed time, giving you a secure connection to one of our virtual meeting rooms, where an Estate Planning Consultant will be ready to chat through all your options, taking your instructions when you are ready. 

Once all your documents have been processed and you are happy with them, we will send you another link at a pre-arranged time, helping you through the signing process (known as the attestation), ensuring your documents are correctly signed and witnessed and are legally binding.

Face to Face meetings are available dependent on area.